Awards
Our services and strategies regularly earn us industry recognition, such as PSN’s Manager of the Decade for our All Cap Core, Mid Cap Core and Focus Growth SMAs*, as well as Morningstar rankings†, the Better Business Bureau’s Complaint Free Award‡, and inclusion on USA TODAY’s Best Financial Advisory Firms 2026 List§.
* PSN RANKING: These ratings were awarded by PSN on 3/2/2026 in respect of the period 1/1/2016 to 12/31/2025. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
† MORNINGSTAR RANKINGS: These ratings were awarded by Morningstar on 4/1/2026 in respect of the period from strategy inception to 3/31/2026 (Inception Dates: All Cap- 2/1/1995, Focus Growth - 2/1/2003, Dividend-4/1/2004, Mid and Small Cap - 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
‡ The Better Business Bureau (BBB) has determined that Zacks Investment Management meets BBB accreditation standards (accreditation received 4/9/2026), which includes a commitment to make a good faith effort to resolve any consumer complaints. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services. BBB strives to be the leader in advancing marketplace trust by setting the standards for marketplace trust, encouraging and supporting best practices by engaging with and educating consumers and businesses, celebrating marketplace role models, calling out and addressing substandard marketplace behavior, and by creating a community of trustworthy businesses and charities. Businesses that meet the high standards set by the BBB are presented to the BBB’s Board for review and acceptance as a BBB Accredited Business. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. Zacks Investment Management pays an annual membership fee to be eligible for consideration. For more information, please visit: https://www.bbb.org/all/bbb-accreditation-standards
§ This ranking was awarded by USA Today on 4/15/2026 in respect of the calendar year period of 1/1/2021 to 12/31/2025. We do not compensate USA Today to obtain this ranking. However, we pay compensation to USA Today to use their logo in connection with advertising this ranking. Zacks Investment Management did not provide any performance metrics to USA Today in regard to this ranking. Please see full disclosure at end of this page.
